Step 3: Organize the Design and Delivery Team

In your role as a knowledge broker, how can you organize for a successful knowledge exchange?

Who should be in your core design and implementation team?

While technical skills needed may vary by project, most knowledge exchange initiatives include a few common roles. A team member may play more than one role in the knowledge exchange. The table below highlights the roles and typical responsibilities of the design and delivery team.

# Role Typical Responsibilities Related Process Steps
1 Instructional Designer
  • Alignment and results orientation
  • Participant identification and preparation
  • Knowledge provider preparation
  • Participatory planning approaches
  • Instrument and activity selection, sequencing, and design
  • Anchor
  • Define
  • Design

2 (Local) Delivery Partner(s)
  • Logistics and administrative support
  • Identification of key contacts
  • Preparation of knowledge providers
  • Facilitation
  • Translation
  • Results capture
  • Define
  • Design
  • Implement
  • Report

3 Professional Facilitator
  • Knowledge of the participants, their goals, roles, and challenges
  • Participant guidance
  • Discussion facilitation and leadership
  • Conflict management and resolution
  • Prep session and activity debrief leadership
  • Identification of emerging needs
  • Exchange adaptation, with team lead
  • Implement

4 Project Leader
  • Knowledge exchange design, planning, and implem entation
  • Participant and knowledge provider selection
  • Delivery team creation and management
  • Results monitoring and reporting
  • Participant engagement, inspiring them to act on what they learn!
  • All five steps

5 Communications Coordinator
  • Plans for communicating among the delivery team and with participants before, during, and after the exchange
  • Strategies for communicating with partners, stakeholders, and media before, during, and after the exchange
  • Reporting on results for varied audiences
  • All five steps